Job Description

Description :

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It\xe2\x80\x99s more than conducting a banking transaction, it\xe2\x80\x99s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member\xe2\x80\x99s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They\xe2\x80\x99re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the M\xc3\xa9tis.

The bigger picture

We are seeking a highly reliable and trustworthy individual with a strategic mindset to join our team as a proactive Financial Advisor. In this role, you will take the initiative to build and expand a robust book of business, establishing solid and trusting relationships with our valued members. Your primary objective will be to proactively reach out to potential clients and existing members to understand their financial aspirations, determine their priorities, and assist them in achieving their ultimate financial goals.

How you\xe2\x80\x99ll be spending your time

• Proactively building and expanding a book of business by demonstrating proactive efforts in identifying and engaging with potential clients, as well as nurturing relationships with existing members.
• Working closely with our members daily to help them work toward realizing their individual financial goals.
• Building solid relationships and becoming a trusted financial partner
• Working with other internal business lines, such as Credit Union Dealer Finance and the Mobile Mortgage Specialists teams, to uncover and identify member needs through meaningful conversations.
• Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
• Educating our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

The way people describe you

You are a people-person with a proactive mindset. Someone who develops relationships based on understanding and trust. You are proactive in seeking opportunities, staying up-to-date with industry trends and anticipating members\' financial needs before they express them. You take initiative with callouts and following up on business leads.

You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement and efficiency. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

• Experience working in a customer care/customer service role
• Experience recommending products & services based on customer needs
• A passion for individual finances

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That\xe2\x80\x99s why we\xe2\x80\x99re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

• Competitive compensation and benefits package
• Industry leading work-life balance and rewards
• Formal and informal employee development
• Meaningful work that makes a real difference in our members\xe2\x80\x99 lives

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we\xe2\x80\x99ve been searching for! This opportunity closes on September 10, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at jobs@conexus.ca.

Conexus Credit Union